Some advisors are doing what they’ve always wanted to do, and building practices that are incredibly fulfilling. Others might have inherited or succeeded a practice and are looking for a way to make it their own. Today, we discuss how to “Find your fire within” in regards to your practice and your client’s goals.

Jason Barnaby joins the podcast to discuss the ways you can rediscover what you love to do as an advisor. Plus, he shares tips and ideas for how you can help your clients find their fire.

In this episode:

• Moving from a “financial advisor” to a “lifestyle advisor”


• How identifying your skills and preferences can help ignite your fire


• The important role your “tribe” plays


• Takeaways that you can implement today to get started

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